Should I invest in Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular?

We don't give personal investment advice. Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 11.0%. 5-year CAGR: 10.28%.

Aditya Birla Sun Life

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW

Latest NAV

₹39.2303

As of

17 Jul 2026

2,841 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.11%	-4.18%	+4.29	14 / 100	Q1
1W	-0.23%	-4.68%	+4.45	40 / 100	Q2
2W	+0.21%	-5.34%	+5.55	14 / 100	Q1
1M	+1.80%	-5.74%	+7.54	12 / 100	Q1
3M	+3.24%	-4.97%	+8.20	13 / 100	Q1
6M	+1.01%	-5.75%	+6.76	43 / 92	Q2
YTD	-0.24%	-3.32%	+3.08	63 / 90	Q3
1Y	+2.81%	+13.10%	-10.29	55 / 81	Q3
2Y	+4.52%	+13.98%	-9.46	30 / 51	Q3
3Y	+11.55%	+13.59%	-2.04	15 / 41	Q2
4Y	+12.43%	+12.50%	-0.06	13 / 36	Q2
5Y	+10.28%	+8.19%	+2.09	9 / 27	Q2
7Y	+11.90%	+9.74%	+2.16	8 / 18	Q2
10Y	+10.29%	+8.01%	+2.28	7 / 16	Q2
Inception	+10.16%	+8.51%	+1.65	35 / 100	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.24%	+1.17%	-1.41	62 / 85
2025	+9.13%	+34.91%	-25.77	23 / 55
2024	+14.13%	+12.37%	+1.76	19 / 42
2023	+20.00%	+13.03%	+6.96	10 / 41
2022	+3.81%	+2.29%	+1.51	7 / 29
2021	+15.33%	+7.04%	+8.29	7 / 28
2020	+16.75%	+12.72%	+4.03	8 / 19
2019	+6.59%	+9.51%	-2.92	11 / 18
2018	+0.75%	+1.67%	-0.92	9 / 18
2017	+16.57%	+7.26%	+9.30	3 / 17
2016	+7.31%	+6.52%	+0.80	9 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.62%

132 windows

min -8.3% · max 33.0%

93% positive

3-Year rolling

+10.82%

107 windows

min 1.3% · max 17.1%

100% positive

5-Year rolling

+10.71%

83 windows

min 3.8% · max 17.4%

100% positive

7-Year rolling

+10.61%

59 windows

min 8.7% · max 12.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

8.57%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.97

Downside-only deviation

Max drawdown

-10.99%

Jan 2026 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - IDCW - Regular Plan	HDFC	₹10.1300	17 Jul 2026
Nippon India Income Plus Arbitrage Active Fund of Fund - Regular Plan- IDCW Payout	Nippon India	₹10.6193	17 Jul 2026
SBI Dynamic Asset Allocation Active FoF - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹10.2353	17 Jul 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹39.0725	17 Jul 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - IDCW	Bandhan	₹26.8946	17 Jul 2026
Quantum Diversified Equity All Cap Active FOF - Regular Plan IDCW	Quantum	₹84.6000	17 Jul 2026
Aditya Birla Sun Life Conservative Hybrid Active FOF -Regular - IDCW	Aditya Birla Sun Life	₹32.3172	17 Jul 2026
Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)	Motilal Oswal	₹28.3085	17 Jul 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - IDCW	Mirae Asset	₹11.6440	17 Jul 2026
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-IDCW	Kotak	₹13.0853	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹39.2303
16 Jul 2026	₹39.1874
15 Jul 2026	₹39.2497
14 Jul 2026	₹39.1112
13 Jul 2026	₹39.3198
10 Jul 2026	₹39.3222
9 Jul 2026	₹38.9773
8 Jul 2026	₹38.7155
7 Jul 2026	₹39.2576
6 Jul 2026	₹39.3047

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW is ₹39.2303. It's a Fund of Funds - Domestic from Aditya Birla Sun Life, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW has NAV history starting from 13 Oct 2014, a track record of about 11 years 9 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW has delivered a absolute return of 2.81% — -10.29 pp behind the Fund of Funds - Domestic category average of 13.10%. The fund ranks #55 of 81 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW has delivered a CAGR of 11.55% — -2.04 pp behind the Fund of Funds - Domestic category average of 13.59%. The fund ranks #15 of 41 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW has delivered a CAGR of 10.28% — +2.09 pp ahead of the Fund of Funds - Domestic category average of 8.19%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW exactly 10 years ago would be worth approximately ₹266,388 today — a multiplier of 2.66×, based on the 10-year CAGR of 10.29%. The category average over the same window would have grown ₹1 lakh to ₹216,139.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹775,250 today. That's an XIRR (money-weighted annualised return) of 10.18%.

A ₹10,000 monthly SIP for 10 years in Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW = ₹1,200,000 invested. It would currently be worth ₹2,110,425 (multiplier 1.76×). XIRR: 10.87%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW ranks #9 out of 27 funds in the Fund of Funds - Domestic category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.19%; this fund delivered 10.28%.

The worst peak-to-trough decline Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW has experienced over the last 5-year window is 10.99% — its NAV fell from a high on 02 Jan 2026 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW averaged 10.71% (best 17.39%, worst 3.77%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW returned 9.13% — lagging the Fund of Funds - Domestic category average of 34.91% by 25.77 pp. It ranked #23 of 55 in its category that year.

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 11.0%. 5-year CAGR: 10.28%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Fund of Funds - Domestic

Recent NAVs

Frequently asked questions

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